Purchases and Sales Made in Q2 2023 in Wisdomtree Tr U.S Largecap Div (DLN)

DLN Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S Largecap Div (DLN) during Q2 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S LARGECAP DIV.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
3.28K
+ 1.08%
$198K - $208K
306K $24.2M
Jul 20, 2023 Q2 2023
Baker Tilly Wealth Management, LLC

BUY
 -
3.21K
New
$194K - $204K
3.21K $254K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
3.21K
+ 3.56%
$193K - $204K
93.3K $7.38M
Jul 20, 2023 Q2 2023
Birch Hill Investment Advisors LLC

BUY
 -
3.2K
New
$193K - $204K
3.2K $253K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
3.2K
New
$193K - $203K
3.2K $253K
Aug 03, 2023 Q2 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
2.73K
+ 1.45%
$165K - $174K
191K $15.1M
Aug 11, 2023 Q2 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
2.6K
+ 12.82%
$157K - $165K
22.9K $1.81M
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
2.57K
+ 346.5%
$155K - $164K
3.31K $262K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
2.21K
+ 2.93%
$133K - $141K
77.6K $6.13M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
2.02K
+ 89.78%
$122K - $128K
4.27K $338K
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
2.01K
+ 40.96%
$121K - $128K
6.9K $546K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.98K
+ 2.13%
$119K - $126K
95.1K $7.52M
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
1.59K
+ 19.94%
$96.2K - $101K
9.59K $758K
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

BUY
 -
1.57K
+ 0.63%
$94.4K - $99.5K
249K $19.7M
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
1.55K
+ 6.02%
$93.4K - $98.5K
27.2K $2.15M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.49K
+ 15.61%
$90.1K - $95K
11.1K $874K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.48K
+ 7.84%
$89.3K - $94.1K
20.3K $1.61M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
1.22K
+ 7.54%
$73.8K - $77.8K
17.4K $1.38M
Aug 09, 2023 Q2 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
1.1K
+ 1.99%
$66.4K - $70K
56.4K $4.46M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
1K
+ 1.75%
$60.5K - $63.7K
58.1K $4.6M
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
883
New
$53.3K - $56.2K
883 $69.8K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
844
+ 0.27%
$50.9K - $53.7K
319K $25.2M
Jul 20, 2023 Q2 2023
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
808
+ 14.29%
$48.8K - $51.4K
6.46K $511K
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
798
+ 693.91%
$48.2K - $50.8K
913 $72.2K
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
753
+ 15.92%
$45.4K - $47.9K
5.48K $434K
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
713
+ 4.8%
$43K - $45.3K
15.6K $1.23M
Aug 10, 2023 Q2 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
570
+ 0.68%
$34.4K - $36.3K
84.2K $6.65M
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
534
+ 79.7%
$32.2K - $34K
1.2K $95.2K
Aug 02, 2023 Q2 2023
Flynn Zito Capital Management, LLC

BUY
 -
502
+ 4.56%
$30.3K - $31.9K
11.5K $909K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
450
+ 19.82%
$27.2K - $28.6K
2.72K $215K
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
384
+ 1.59%
$23.2K - $24.4K
24.5K $1.94M
Jul 20, 2023 Q2 2023
Pcg Wealth Advisors, LLC

BUY
 -
360
+ 9.76%
$21.7K - $22.9K
4.05K $320K
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
335
+ 4.59%
$20.2K - $21.3K
7.64K $604K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
328
+ 9.27%
$19.8K - $20.9K
3.87K $306K
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
316
+ 6.97%
$19.1K - $20.1K
4.85K $383K
Jul 14, 2023 Q2 2023
Kmg Fiduciary Partners, LLC

BUY
 -
255
+ 1.8%
$15.4K - $16.2K
14.4K $1.14M
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
246
+ 2.97%
$14.8K - $15.6K
8.52K $673K
Aug 10, 2023 Q2 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
236
+ 0.6%
$14.2K - $15K
39.4K $3.11M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
206
+ 4.05%
$12.4K - $13.1K
5.3K $419K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
203
+ 18.56%
$12.3K - $12.9K
1.3K $103K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
183
+ 32.8%
$11K - $11.6K
741 $58.6K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
180
New
$10.9K - $11.4K
180 $14.2K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
134
+ 0.48%
$8.09K - $8.52K
28.3K $2.24M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
120
+ 2.03%
$7.24K - $7.63K
6.04K $477K
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
115
+ 0.32%
$6.94K - $7.31K
35.8K $2.83M
Jul 11, 2023 Q2 2023
Cra Financial Services, LLC

BUY
 -
105
+ 0.33%
$6.34K - $6.68K
31.9K $2.52M
Jul 07, 2023 Q2 2023
Grandview Asset Management LLC

BUY
 -
85
+ 1.19%
$5.13K - $5.41K
7.21K $570K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
82
New
$4.95K - $5.22K
82 $6.48K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
81
New
$4.89K - $5.15K
81 $6.4K

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